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Experienced Financial Advisor in Houston, TX at Genesys Talent LLC

Date Posted: 3/11/2019

Job Snapshot

Job Description

Does the idea of owning your own firm appeal to you? Do you want to call the shots in your independent practice? If so, our client would love to show you how they assist advisors transitioning from an individual advisor to a firm owner. Their experienced Practice Management group along with their dedicated Executive Team is committed to partnering with entrepreneurial financial advisors who are looking to build and grow a lasting business with equity ownership. They will help assist you in building equity in your business and align you with proper succession planning resources to protect your clients, your family, and your business.

If you’re looking for a firm to support you in creating a sustainable business for years to come, please apply below so that our client can contact you for an introductory call to learn more.

  • The ideal candidate will have at minimum an undergraduate degree. The following licenses/designations are preferred:
  • Life and Health License and FINRA Series 6/7 and 65/66
  • Willingness to pursue CFP® designation or other industry noted designations to show ongoing continuing education within our industry

  • 3+ years of experience as a financial representative with a financial services firm
  • Strong understanding of financial planning, products including investments and insurance
  • Entrepreneurial advisor looking to grow and build their existing financial services practice